(800) 674-2900 info@cfwadvisory.com

About Ken

Call Ken @ (800) 674-2990 ext. 2

Kenneth J. Meszaros, CPA®

Financial Advisor


Kenneth J. Meszaros is a Registered Representative with Cambridge Investment Research, Inc. and Investment Adviser Representative with Cambridge Investment Research Advisors, Inc.. He is a 1987 graduate of DePaul University (BSC in Accounting) and received his CPA from the University of Illinois in 1989. He has had is own accounting and tax firm since 1987 and is currently a principle in the firm of M & M Accounting and Tax Services, Ltd. In Wheaton, Illinois. He has the experience and background to help you understand the investment and insurance arena so you can make informed decisions regarding your financial security.

Ken has been married to his wife Anita for over thirty years and has three children, Ken, Julie and Patrick, all in college. He can often be seen refereeing high school soccer and basketball, and in his spare time he likes to golf and read.

“I am dedicated to developing lasting relationships with all my clients. I believe in helping you assess your financial goals and participate in the management of your finances.

“One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

“I’m looking forward to using my expertise to help you pursue your financial goals.”

Check the background of investment professionals on FINRA’s BrokerCheck.

Main Number:

Office: 800-674-2990

Copyright © 2023
Coastal Family Wealth Advisors